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S&P 500 Falls Over 1%, Nasdaq Slides About 2%
The S&P 500 fell over 1% and the Nasdaq slid about 2%, pressured by higher Treasury yields as well as the hotter-than-expected September inflation report. Headline CPI rose 0.6% month-over-month and 3.7% year-over-year, compared with expectations for 0.6% and 3.6%, respectively. Core CPI, which excludes food and energy, increased 0.3% monthly and 2.6% annually, topping forecasts of 0.2% and 2.5%.Meanwhile, oil prices headed higher as attacks on vessels in the Strait of Hormuz added to concerns about disruptions to global energy supplies.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Bank of Americareported lower-than-expected Q3 results a day after the Treasury Department fined the bank $1.2B over money laundering violationsMorgan Stanleyreported upbeat Q3 results, with the company saying banking pipelines "remain high"Netflixis laying off 6% of its staff, WSJ reportsBerkshire Hathawayis investing an additional $330M in Bending SpoonsASMLreported better-than-expected Q3 results and narrowed its FY26 revenue outlook2. WALL STREET CALLS:Brinkerupgraded to Buy at JefferiesJefferies also upgraded Texas Roadhouseto BuyLockheed Martinupgraded to Buy at Vertical Research following selloffAlbertsonsdowngraded to Underperform at BofABarclays downgraded HP Enterprise, Delland NetAppto Equal Weight3. AROUND THE WEB:Defense technology startup Anduril is in talks to sell insider shares at a $90B valuation, Bloomberg reportsPalantirand London Mayor Sadiq Khan's policing office have agreed to drop legal proceedings over a blocked GBP 50M Met Police AI and data analytics contract, Politico reportsThe FBI worked with CrowdStriketo dismantle more than 40 laptop farms and seize nearly 200 computer devices across Texas used to help North Koreans get remote U.S. tech jobs under stolen identities, NY Times saysGeneral Atlantic is planning to go public as early as spring 2027 and its IPO could be valued at up to $10B, FT reportsNvidia'scontrol of China's market for AI chips fell to 34% in 1H of 2026, mainly due to strict U.S. export controls and domestic rivals gaining ground, Reuters says4. MOVERS:Liquidiagained after announcing a global settlement agreement with United TherapeuticsVerastemincreased after appointing Michel Bailey as CEOGlobalFoundrieswas higher after receiving up to $21B in funding for two new semiconductor manufacturing facilitiesCoreWeaveslipped as the company's bonds drop into levels typically associated with distressInniofell in New York after Morgan Stanley lowered its price target on the stock to $405. EARNINGS/GUIDANCE:Camtekprovided guidance for Q3, Q4, and FY27MaxCytereported preliminary Q3 results and raised its outlook for FY26AZZreported Q2 results and increased its guidance for FY27Fastenalreported Q3 results, with EPS and revenue beating consensusSono-Tekreported Q2 results, with CEO Steve Harshbarger commenting FY27 is "progressing well"INDEXES:The Dow fell 48.62, or 0.09%, to 51,621.48, the Nasdaq lost 511.51, or 1.88%, to 26,692.87, and the S&P 500 declined 86.51, or 1.11%, to 7,718.94.
Major U.S. Averages Decline as CPI Rises
The major averages were lower near noon, pressured by higher Treasury yields as well as the September CPI report, which came in hotter than expected. Headline CPI rose 0.6% month-over-month and 3.7% year-over-year, compared with expectations for 0.6% and 3.6%, respectively. Core CPI, which excludes food and energy, increased 0.3% monthly and 2.6% annually, topping forecasts of 0.2% and 2.5%.Meanwhile, oil prices are surging over 1% once again as attacks on vessels in the Strait of Hormuz heighten concerns about disruptions to global energy supplies.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Bank of Americareported lower-than-expected Q3 results a day after the Treasury Department fined the bank $1.2B over money laundering violationsMorgan Stanleyreported upbeat Q3 results, with the company saying banking pipelines "remain high"Netflixis laying off 6% of its staff, WSJ reportsBerkshire Hathawayis investing an additional $330M in Bending SpoonsASMLreported better-than-expected Q3 results and narrowed its FY26 revenue outlook2. WALL STREET CALLS:Brinkerupgraded to Buy at JefferiesJefferies also upgraded Texas Roadhouseto BuyLockheed Martinupgraded to Buy at Vertical Research following selloffAlbertsonsdowngraded to Underperform at BofABarclays downgraded HP Enterprise, Delland NetAppto Equal Weight3. AROUND THE WEB:Palantirand London Mayor Sadiq Khan's policing office have agreed to drop legal proceedings over a blocked GBP 50M Met Police AI and data analytics contract, Politico reportsThree people were seriously injured in an explosion at Intel'smanufacturing facility in Israel, Calcalist reportsThe FBI worked with CrowdStriketo dismantle more than 40 laptop farms and seize nearly 200 computer devices across Texas used to help North Koreans get remote U.S. tech jobs under stolen identities, NY Times saysGeneral Atlantic is planning to go public as early as spring 2027 and its IPO could be valued at up to $10B, FT reportsNvidia'scontrol of China's market for AI chips fell to 34% in 1H of 2026, mainly due to strict U.S. export controls and domestic rivals gaining ground, Reuters says4. MOVERS:Liquidiagains after announcing a global settlement agreement with United TherapeuticsVerastemincreases after appointing Michel Bailey as CEOGlobalFoundrieshigher after receiving up to $21B in funding for two new semiconductor manufacturing facilitiesStrivelower after announcing a 5M share offering of SATS preferred stockInniofalls in New York after Morgan Stanley lowered its price target on the stock to $405. EARNINGS/GUIDANCE:Camtekprovided guidance for Q3, Q4, and FY27MaxCytereported preliminary Q3 results and raised its outlook for FY26AZZreported Q2 results and increased its guidance for FY27Fastenalreported Q3 results, with EPS and revenue beating consensusSono-Tekreported Q2 results, with CEO Steve Harshbarger commenting FY27 is "progressing well"INDEXES:Near midday, the Dow was down 46.41, or 0.09%, to 51,623.69, the Nasdaq was down 369.46, or 1.36%, to 26,834.93, and the S&P 500 was down 71.44, or 0.92%, to 7,734.01.
Gilead and Others Notable Gainers in Liquid Options This Morning
Notable gainers among liquid option names this morning include Gilead (GILD) $148.10 +3.88, NetApp (NTAP) $234.28 +5.83, Amgen (AMGN) $412.67 +10.07, Marathon Petroleum (MPC) $443.15 +10.79, and Kroger (KR) $59.70 +1.29.
Major Averages Decline as 30-Year Bond Yield Hits Highest Level Since 2002
The major averages edged downward as borrowing costs continued to climb. The 30-year bond yield hit the highest level since 2002 and while some of stock weakness is being mitigated by a dip in oil prices, the commodity continues to trade at elevated levels with tensions between the U.S. and Iran unresolved.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:OpenAI has scrapped the launch of its upcoming GPT-6.1 model amid security concerns, WSJ reportsMetaannounced Muse for Small BusinessOura said it is postponing its IPO due to "uncertainty" in the IPO marketCarMaxreported upbeat Q2 earnings and revenue and said it plans to resume share repurchases in Q3Carnivalreported better-than-expected Q3 results and provided upbeat FY26 guidance2. WALL STREET CALLS:Deutsche Bank upgraded Netflix, sees attractive entry point after selloffPepsiCowas downgraded for a second straight day, with JPMorgan citing a stalled U.S. turnaroundMizuho upgraded Stitch Fixto Neutral with short case played outMonday.comdowngraded to Neutral at JPMorganGoosehead Insuranceupgraded to Buy at Texas Capital after Muse-driven selloff3. AROUND THE WEB:OpenAI is targeting $30B in new funds at a $1.4T valuation, Bloomberg reportsKalshi is in talks with Tiger Global and Dragoneer to raise $1B in funding, Reuters reportsDisneyis laying off several hundred staff across multiple departments, Variety saysAI research leaders at OpenAI, Anthropic, Microsoft, and Metaare calling for oversight into automated AI research, WSJ reportsAnthropic plans to spend $518B on cloud/infrastructure obligations, Reuters says4. MOVERS:Iovance Biotherapeuticsgained after raising its outlook for FY26Perella Weinbergincreased after the Wall Street Journal reported that Piper Sandleris in talks to acquire the companyOraclewas higher after announcing a new storage service for cloud with NetAppuniQurefell in New York after announcing additional data from its studies of ifezuntirgene inilparvovecXeriswas lower after Bloomberg reported that Lundbeck has expressed interest in acquiring Xeris5. EARNINGS/GUIDANCE:AAR Corp.reported Q1 results and provided guidance for Q2 and FY27IDT Corp.reported Q4 results, with EPS higher year-over-yearBWX Technologiesprovided guidance for FY26 and FY30SmartStop Self Storageraised its outlook for FY26Jefferies Financialreported Q3 results, with EPS and revenue beating consensusINDEXES:The Dow fell 131.59, or 0.26%, to 51,349.92, the Nasdaq lost 22.84, or 0.09%, to 26,797.54, and the S&P 500 declined 12.85, or 0.17%, to 7,670.84.
OpenAI Plans to Raise $30B with Valuation Target of $1.4T
Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.NEW FUNDS:After having pushed back its plans for an initial public offering, OpenAI aims to raise at least $30B from investors in a new round of funding in which it is seeking a valuation of around $1.4T, not including the money raised, people familiar with the matter told Bloomberg's Rebecca Torrence, Ed Ludlow and Shirin Ghaffary.GPT-6.1 ASTRA:OpenAI is scuttling the release of its next-generation AI model over safety concerns that researchers brought up during internal testing, The Wall Street Journal's Maxwell Zeff. The ChatGPT maker intended to launch the model, known as GPT-6.1 Astra, in the coming days or weeks, targeting an October rollout, the author says, noting that the move follows a summer punctuated by reports of AI systems going rogue across the industry.AI INFRASTRUCTURE SOLUTIONS:NetAppannounced a strategic collaboration with Supermicroto deliver jointly validated AI infrastructure solutions spanning large-scale AI factories, enterprise deployments, neoclouds, and sovereign AI initiatives. By combining Supermicro's AI-optimized compute and rack-scale systems with the NetApp Platform, the companies will help customers accelerate deployment, improve GPU utilization, strengthen data governance, and reduce operational complexity. NetApp and Supermicro are creating a full-stack foundation for AI that extends beyond high-performance storage. The collaboration brings together Supermicro's rack-scale compute, networking, power, and liquid-cooling expertise with the NetApp Platform's unified data management, cyber resilience, hybrid-cloud leadership, and disaggregated scale.ALWAYS-ON AI AGENTS:OpenAI is introducing "always-on AI agents" dots. "Dots are remarkably capable, always-on agents built to handle everything. They're a whole new way to work with AI-one that gets to know what matters to you, is always working on your behalf, and takes important work off your plate so you get more of your time and attention back," the company said. "Dots are frontier intelligence that have your back. Powered by GPT-6 Astra, they have their own cloud computer, learn from feedback over time, and can work towards your goals 24/7. Through our ecosystem of plugins, they can readily connect to over 4,000 apps, giving them the tools to help wherever you need them. Your dot is always within reach, whether it is through ChatGPT, Slack, or Teams..."Inside OpenAI, we're getting a glimpse of what work looks like when intelligence is always working by your side. A bug appears in Slack, and dots immediately start investigating. A new design arrives, and dots turn it into a working app while the team focuses on customer feedback. A planning cycle gets underway, and dots keep everyone moving in sync toward the deadline. Outside OpenAI, an early tester's dot noticed he'd forgotten to invoice a publication, prepared the invoice, and sent it after his approval. Today, you can start with your primary dot, give it a name, and make it your own. Over time, we envision teams of dots working together on your behalf. We're beginning to roll out dots across Pro, Business Premium, and Enterprise plans in eligible markets. We plan to expand dots to more users soon. We're also sharing a preview of specialist dots with their own identity for access management, IT-provisioned hardware, and support for deep integrations with a company's systems of record to allow them to take on well-defined responsibilities inside organizations."DATA CENTER DEVELOPER IPO:The head of Hypertec Group says data center developer 5C Group may go public as it ramps up its project pipeline, Bloomberg's Mathieu Dion. 5C builds and operates large-scale AI data center campuses in North America. The company formed when Hypertec Cloud spun out of Hypertec Group and acquired 5C Data Centers in 2025, the author notes. "Realistically, the growth trajectory we've seen makes it so we're absolutely considering an IPO," Hypertec Chief Executive Officer Simon Ahdoot said at the Bloomberg Canadian Finance Conference in New York. "That's something that I expect will be in further discussions after we close the current round of financing." Since 2025, 5C has secured more than $1.4B in funding, including equity financing led by Brookfield Asset Managementand debt financing led by Deutsche Bank. Hypertec remains the largest shareholder.PRO TIER:OpenAI's Thibault Sottiaux said in aon X, formerly Twitter, "Tomorrow we are re-opening the Pro $200 subscriptions to new subscribers, but together with it we are also changing how we calculate the usage for it. In effect, if you do the math, it will net out at half the dollar in API spend compared to the old Pro $200 plan."OVERSIGHT:AI research leaders at OpenAI, Anthropic, Microsoft, and Metaare calling for oversight into automated AI research, The Wall Street Journal's Maxwell Zeff. In a paper published Monday, researchers including OpenAI Chief Scientist Jakub Pachocki, Anthropic co-founder Jack Clark, Microsoft Chief Scientific Officer Eric Horvitz and Meta's Vice President of AI Research Dawn Song wrote that automating AI research could set off an "intelligence explosion" and that such a development could compress years of progress into months or less and outpace humans' ability to understand it.
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